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Category: Style analysis

Growth vs Value Update: Value Dramatically Outperforms in ’16

December 28, 2016 Brian Gilmartin Leave a comment

Here is our update from this time last year:https://fundamentalis.com/?p=5427 Growth was clearly winning the “style’ game, with a very slight…

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Posted in: Growth v Value, Style analysis

Can “Value” Narrow Performance Gap in 2016 ? Implications for Earnings Estimates

January 30, 2016 Brian Gilmartin Leave a comment

SP 500 earnings data By the Numbers (source – Thomson Reuters)  Forward 4-quarter estimate this week fell to $123.06 vs.…

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Posted in: BAC, Biotech, Energy ETF's (XLE, Energy sector, Financial sector, Financials, Style analysis, Technology, Weekly Earnings Update

Value vs Growth: Growth Still Way Ahead for 2015

October 21, 2015 Brian Gilmartin Leave a comment

Thursday night, October 22nd, is a big night for traditional Technology Growth investors with Amazon and Google (or Alphabet, or…

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Posted in: Style analysis

1.1.15: A Look at Equity Style Boxes for 2014

January 1, 2015 Brian Gilmartin Leave a comment

Weekly SP 500 earnings data won’t come out until tomorrow, January 2nd, 2015, from Thomson Reuters and Factset. Examining the…

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Posted in: Growth v Value, Style analysis

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Fundamentalis

  • Yield Curve Steepened Last Week, While the US Equity Indices Became Very Overbought
  • SP 500 Earnings: 2026 Expected SP 500 EPS Hasn’t Wavered Much from Expected 14% Growth Rate
  • SP 500 Earnings: Continued Upward Pressure on Forward SP 500 Estimates
  • Bond / Fixed-Income Returns Having a Good Year (so far) in 2025
  • SP 500 Earnings: SP 500 EPS Growth for 2025 Has Risen from 8% to 10% since Late June

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